Portfolio Management Fundamentals Course
Introduction
Portfolio
management is important because it minimizes the risks involved in investing
and also increases the chance of making profits. Many experts in this field believe
that portfolio management is one of the most crucial things to consider in a
business. It determines the success rate of a project and analyzes favorable
outcomes – that meet the business objectives in the organization. Portfolio
management helps project selection, sets priorities and controls the
operational, functional activities.
Portfolio
Management Fundamentals training delivers the tools and methods to assist you
monitor the portfolio and project sources to enhance the portfolio management
implementation in your corporation. Portfolio Management Fundamentals training
offers a systematic method to generating and management of a project portfolio.
It allows you comprehend the importance of portfolio management; determine and
describe the portfolio stakeholder tasks and responsibilities; outline and
apprehend a portfolio management procedure; determine tools, approaches, and
strategies for portfolio management; and distinguish the roles of the program
management office (PMO) or portfolio executive office (PEO) in effective portfolio
management. In fact, through Portfolio Management Fundamentals training, you
will realize how to optimize the quantity and strategic significance of the
projects that your corporation accomplishes. Moreover, you will get to learn
about the terms of active portfolio management and investment analysis as well.
This training seminar will highlight:
- The multiple processes of Results Based
Management (RBP)
- The critical role of monitoring in
demonstrating the performance of programs and projects and in steering the
implementation process towards the intended results
- Developing realistic programme objectives
and measures to assess project outcomes and impact
- Developing a results-based project framework
- Project and program scheduling and reporting
- Monitoring, evaluating and strengthening the
effectiveness of a program
Objectives
This
training seminar is designed to achieve following objectives. At the end of the
session you will learn how to:
- Distinguish portfolio management from other
management types
- Connect projects to corporate strategic
goals
- Describe what is included in project
prioritization in big, complex corporations
- Derive and use a model of project prioritization
to integrate the multiple angles of project value
- Give priority to various projects based on
their strategic value
- List projects based on the strategic
priorities so as to optimize the advantages stemmed from a corporation
capability to finish projects
- Increase the volume of projects as much as
possible to be accomplished by creating defensive ability of non-limiting
resources
- Optimize the value of projects that are over
by making sure that the proper projects are being accomplished in the right
order
- Facilitate the portfolio management
procedure by concentrating the management attention on the bottlenecks to
project accomplishment
- Consider portfolio management effectiveness
as a factor to the participation of the Project Management Office
- Evaluate the advantages of portfolio
management
- Analyze the role of project portfolio
management in the organizational achievements
- Develop a pattern for determining and using
selection requirements to project portfolio elements
- Explain and elaborate the bases of strategic
resourcing
- Express efficient project portfolio
documents
- Choose the tools and approaches to equalize
a project portfolio
Duration
10 Days
Who Should Attend
This
training course will particularly benefit the following professionals:
- Program managers
- Product managers
- Portfolio managers
- Senior executives accountable for
corporation policies
- Managers accountable for generating
organizational policies or for offering strategic recommendations
- Members of portfolio, program, or project
offices
- Operational managers
- Project team personnel, clients, and other
stakeholders of the portfolio management process
Course Content
Overview of Portfolio Management
- Project portfolio definition
- Project portfolio management definition
- What is governance
- Why do we need a project portfolio?
- Managing the resources
- Private sectors vs Federal agencies
- The Project Management Office (PMO)
- Portfolio management architecture
Elements of Portfolio Management
- Resources accessibility
- How to prioritize elements of portfolio?
- How to balance out the project portfolio?
- How to deliver investment oversight
Getting Started on the Project Portfolio
Management
- The goal of portfolio documentation
- Quantity metrics
- Project portfolio reports
- Administrative dashboards
- Portfolio risk analysis
- Managing caveats
- Portfolio risk management effective policies
- Seizing investment data
Managing the Project Portfolio
- Review the performance of portfolio
- Portfolio evaluations
- The frequency of portfolio evaluation
- Yearly portfolio review
- Factors of success in portfolio management
- Project portfolio management drawbacks
- Portfolio requirements
Active Portfolio Management Fundamentals
- Consensus expected revenue: The CAPM
- Risk
- Outstanding revenue, standards, and added
value
- Remaining risk and return
- The fundamental principal of dynamic
management
Expected Revenues and Assessment
- The arbitrage pricing philosophy
- The concept of valuation
- The exercise of valuation
Active Portfolio Management Performance
- Effective predictions
- Information assessment
- Portfolio structure
- Transactions expenses, revenue, and tradeoff
- Implementation Evaluation
- Benchmark timetabling
Investment Management Process
- Difference between investing and financing
- Difference between direct and indirect
investment
- Investment environment
- Financial markets
- Investment management procedure
Computable Methodologies of Investment Assessment
- Investment income and risk
- Return on investment and expected rate of
return
- Investment risk. Variance and standard
deviation
- Relationship between risk and return
- Covariance
- Relationship and coefficient of
determination
- The revenues on stock vs market portfolio
- Distinctive line and Beta factor
- Residual variance
Portfolio Management and Evaluation
- Difference between active and passive portfolio
management
- Difference between strategic and tactical
asset distribution
- Managing and modification of the portfolio
- Portfolio performance matrices
Psychological Features of Investment Management
- Boldness
- Character impact
- Insights of investment risk
- Psychological accounting and investing and Sentiments and investment decisions
GENERAL NOTES
· This course is delivered by our seasoned trainers who have vast experience as expert professionals in the respective fields of practice. The course is taught through a mix of practical activities, theory, group works and case studies.
· Training manuals and additional reference materials are provided to the participants.
· Upon successful completion of this course, participants will be issued with a certificate.
· We can also do this as tailor-made course to meet organization-wide needs. Contact us to find out more: training@skillsforafrica.org
· The training will be conducted at SKILLS FOR AFRICA TRAINING INSTITUTE .
· The training fee covers tuition fees, training materials, lunch and training venue. Accommodation and airport transfer are arranged for our participants upon request.
· Payment should be sent to our bank account before start of training and proof of payment sent to: training@skillsforafrica.org